up247 Connect Dashboard
A unified trading experience

One dashboard for all your trading accounts

Connect Tradier, Charles Schwab, and Tastytrade accounts for unified trading management and AI-powered insights.

AI Powered Connected

Portfolio Performance

Today

Total Value

$184,521

Daily Change

+$4,321

% Change

+2.34%

Open Positions 26

AI Insight

Consider rolling your AAPL calls forward to capture earnings announcement next week.

Expiring Soon

  • AAPL $215 Call Tradier
  • SPY $500 Put Tastytrade
Features
Powerful capabilities

Everything you need for smarter trading

All the tools you need to make informed trading decisions across multiple platforms.

One-Click Trading

Execute trades across multiple platforms instantly with a single click, saving time and reducing errors.

Smart Expiry Alerts

Receive timely notifications about expiring options so you never miss critical decision points.

AI-Assisted Insights

Get personalized trading recommendations based on your portfolio and market conditions.

Unified Analytics

View comprehensive performance metrics across all your accounts in one intuitive dashboard.

Real-Time Sync

All your accounts stay perfectly synchronized with real-time updates across platforms.

Secure Connections

Bank-level security for all your connections with read-only API access where available.

Benefits - up247 Connect
Why choose up247

Trading shouldn't be complicated

up247 eliminates the complexity of managing multiple trading accounts, giving you clarity, simplicity, and speed when it matters most.

Save hours managing multiple trading platforms
Reduce errors with simplified execution
Never miss important expiry dates
Make more informed trading decisions with AI
Comprehensive view of your entire portfolio
Actionable insights across all your accounts
Total Portfolio Value
$184,521.32
+2.34% today
Open Positions
26
Expiring Soon
3
AAPL $215 Call +12.4%
Expires in 3 days • Tradier
SPY $500 Put -3.2%
Expires in 15 days • Tastytrade
NVDA $950 Call +28.7%
Expires in 7 days • Charles Schwab

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